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LMCG Investments’s lululemon athletica LULU Stock Holding History

LMCG Investments’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14,437
Closed -$3.43M – 231
2025
Q2 		$3.43M Buy
14,437
+853
+6% +$235K 0.22% 110
2025
Q1 		$3.85M Sell
13,584
-4,916
-27% -$1.8M 0.26% 105
2024
Q4 		$7.07M Sell
18,500
-713
-4% -$233K 0.43% 79
2024
Q3 		$5.21M Sell
19,213
-10,098
-34% -$2.68M 0.31% 95
2024
Q2 		$8.76M Buy
29,311
+5,539
+23% +$1.85M 0.51% 73
2024
Q1 		$9.29M Sell
23,772
-432
-2% -$200K 0.55% 72
2023
Q4 		$12.4M Sell
24,204
-522
-2% -$226K 0.77% 34
2023
Q3 		$9.53M Buy
24,726
+2,631
+12% +$1.01M 0.64% 48
2023
Q2 		$8.36M Sell
22,095
-816
-4% -$301K 0.54% 62
2023
Q1 		$8.34M Buy
22,911
+1,444
+7% +$453K 0.56% 66
2022
Q4 		$6.88M Buy
21,467
+11,840
+123% +$3.89M 0.48% 72
2022
Q3 		$2.69M Buy
9,627
+115
+1% +$35.7K 0.2% 131
2022
Q2 		$2.59M Buy
9,512
+25
+0.3% +$8.01K 0.18% 135
2022
Q1 		$3.46M Buy
+9,487
New +$3.09M 0.2% 129
2015
Q3 		– Sell
-47,900
Closed -$3.13M – 539
2015
Q2 		$3.13M Buy
47,900
+117
+0.2% +$7.61K 0.07% 334
2015
Q1 		$3.06M Buy
+47,783
New +$3.06M 0.06% 345

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LMCG Investments's LULU Position: Q3 2025 in Review

LMCG Investments sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 14,437 shares — an estimated $3.43M sold.

LMCG Investments first reported a position in LULU in Q1 2015 and held it in 16 quarters. The position peaked at $12.4M in Q4 2023. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • LMCG Investments reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • LMCG Investments sold 14,437 lululemon athletica shares in Q3 2025, an estimated $3.43M.
  • LMCG Investments first reported a position in lululemon athletica in Q1 2015 and held it in 16 quarters.
  • LMCG Investments's lululemon athletica position peaked at $12.4M in Q4 2023.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on LMCG Investments's 13F filing for Q3 2025, filed 29 Oct 2025.